Position in MSFT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$35,597,298
+$1,065,620 QoQ
Shares Held
95,430
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.82%
of 13F equity value
Holder Rank
#1,258
of 6,194 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $55,170,312 across 20 Software - Infrastructure names. MSFT ranks #1 (64.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
95,430 | $35,597,298 | |
| 2 | ORCL |
Oracle Corp
|
23,414 | $3,431,321 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
24,285 | $2,833,330 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,166 | $2,443,749 | |
| 5 | TWLO |
Twilio Inc
|
7,481 | $1,543,554 | |
| 6 | XYZ |
Block, Inc.
|
16,150 | $1,227,400 | |
| 7 | FTNT |
Fortinet, Inc.
|
7,151 | $1,098,536 | |
| 8 | FFIV |
F5, Inc.
|
2,405 | $1,000,383 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,597,298 | 95,430 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $34,531,678 | 93,286 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $51,784,578 | 107,077 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $51,596,625 | 99,617 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $32,673,868 | 65,688 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $22,869,884 | 60,923 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $25,589,265 | 60,710 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $25,555,086 | 59,389 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $23,908,696 | 53,493 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $21,983,040 | 52,251 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $19,796,249 | 52,644 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $86,581,491 | 274,209 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $81,941,756 | 240,623 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $64,894,888 | 225,095 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $56,432,523 | 235,312 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $52,904,399 | 227,155 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $18,963,556 | 73,837 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $66,852,000 | 20,611,140 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $19,490,416 | 57,952 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $15,467,258 | 54,864 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $14,582,276 | 53,829 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $12,563,004 | 53,285 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $11,667,263 | 52,456 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||